Integration
Connect NoteForms to Odoo CRM
When New Submission fires in NoteForms, your agent runs Add Contact in Odoo CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want NoteForms and Odoo CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What NoteForms can start in Odoo CRM
When New Submission in NoteForms
then Add Contact in Odoo CRM
When New Submission in NoteForms
then Create Lead in Odoo CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with NoteForms and Odoo CRM
Triggers and actions 1 trigger · 11 actions
Trigger
New SubmissionTriggers when a new submission is created.
Action
Add ContactCreate a new contact/partner (res.partner model) via Odoo's external API (execute_kw create on res.partner).
Action
Create LeadCreates a new lead or opportunity in the Odoo CRM pipeline and returns its ID.
Action
Delete ContactDelete a contact/partner (res.partner model) via Odoo's external API (execute_kw unlink on res.partner).
Action
Delete LeadDelete a CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw unlink on crm.lead).
Action
Find ContactReturns up to 100 contacts that match the supplied email, name, phone, reference or tax ID. All supplied criteria must match.
Action
Get ContactFetch a single contact/partner (res.partner model) by ID via Odoo's external API (execute_kw read on res.partner).
Action
Get LeadFetch a single CRM lead/opportunity (crm.lead model) by ID via Odoo's external API (execute_kw read on crm.lead).
Action
List ContactsLists contacts (res.partner records) in Odoo, optionally narrowed by a search domain, returning up to 100 full records.
Action
List LeadsList/search CRM leads/opportunities (crm.lead model) via Odoo's external API (execute_kw search_read on crm.lead).
Action
Update ContactUpdates an existing Odoo contact. Only the fields you fill in are changed; blank fields keep their current values.
Action
Update LeadUpdate fields on an existing CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw write on crm.lead).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from NoteForms
NoteForms to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
NoteForms to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
NoteForms to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
NoteForms to Google SheetsGoogle Sheets
NoteForms to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
NoteForms to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Odoo CRM
Cal.com to Odoo CRMCal.com simplifies scheduling for individuals, teams, and developers with powerful features and integrations...
CM.com to Odoo CRMCM.com — create excellent conversational customer experiences and turn any conversation into a conversion.
Fourthwall to Odoo CRMFourthwall platform designed to helping creators build their brand, monetize the online presence
Gorgias to Odoo CRMGorgias is an ecommerce focused helpdesk with AI-powered responses, automated workflows & integrations.
Order Desk to Odoo CRMOrder Desk's order management software allows you to customize your order management workflow.
PostHog to Odoo CRMPostHog is the single platform for building successful products.
Questions
NoteForms and Odoo CRM, answered
What can start an automation from NoteForms?
Any of NoteForms's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Odoo CRM when something happens in NoteForms?
Any of Odoo CRM's 11 actions, including Create Lead, Update Contact, Update Lead and Add Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Odoo CRM to NoteForms?
Odoo CRM has no triggers in the catalog today, so automations start in NoteForms. If you need the other direction, ask: your agent reads Odoo CRM's API documentation and adds it.
Do I have to build a connector for NoteForms or Odoo CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.